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27th Jan 2025 18:41GlobalWeekly Monitor

  • US - The idea of a post-election “vibes” shift is unsupported by surveys
  • EUROZONE - Our highlights in a busy week: 25bp ECB cut and soft Q4 GDP data
  • UK - Speaking less but saying more; MPC speech frequency declining
  • CHINA+ - Surprise fall in China’s PMIs signals recovery is far from assured
  • EM ASIA - India’s January PMIs a reality check for a still-rosy consensus
  • LATAM - Persistent inflation pressures in Brazil; Mexico’s recovery falters

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Keywords for: 29 January 2025 Global Monitor

independent macro research, Pantheon Macro, Pantheon Macroeconomics, independent research, ian shepherdson, economic intelligence